Finovate Alumni News


  • “Finovate Debuts: Sliced Investing Provides Advisers with Access to Alternative Investments”
  • “Narrative Science Introduces Anti-money Laundering Solution, Quill for AML
  • “Yodlee’s Ynext Unveils New Incubator Class”

Around the web

  • Thomson Reuters unveils latest version of its tax technology platform, Thomson Reuters ONESOURCE.
  • Re/code looks at ShopKeep POS’s growth and newly hired COO, Michael DeSimone.
  • Currency Cloud partners with API-driven Fidor Bank to provide new SEPA Direct Debit functionality.
  • Hedgeable to take part in Yodlee’s Ynext Launchpad.
  • Business Insider lists eToro, BehavioSec, Klarna, and Fidor, as “companies we wish were big the U.S.”
  • Silicon Slopes Podcast hosts Ryan Caldwell, MX CEO, as he discusses how to improve online banking.
  • RTN Federal Credit Union re-ups with Fiserv’s XP2 account-processing platform.
  • Meniga to power Santander’s PFM.

This post will be updated throughout the day as news and developments emerge. You can also follow alumni news headlines on the Finovate Twitter account.

Finovate Debuts: Sliced Investing Provides Advisers with Access to Alternative Investments

SlicedInvestingHomepageIn the past few years there has been much disruption in the wealth management space especially with the influx of robo-advisers. Sliced Investing takes a different approach, offering registered investment advisors access to alternative investments.

Company facts:

  • Launched 2014
  • $20+ million invested through the platform
  • Headquartered in San Francisco
  • 8 employees

At FinovateFall 2015, Sliced debuted its offering for institutional investors. Sliced not only enables investors to deploy strategies in minutes, but also offers access to hedge funds and private equity funds with $10,000 minimums. These capabilities enable advisers to diversify clients’ portfolios by adding alternative investments.

How it works


Browse and filter alternative investments to find those that suit client preferences.


View performance

Review and compare fund performances. Sliced offers institutional-quality analytics and risk management tools.



Once an adviser finds a suitable strategy, they deploy it in minutes by sending their client an agreement and digital paperwork directly from within the Sliced platform.


Client overview

Advisers see an overview of all investment activity and have access to client documents.



The Sliced platform can be white-labeled for family offices, brokers, pension funds and endowments.

What’s next?
Sliced is working on a robo-adviser for alternative investments and a set of algorithms to help advisers compete against robo-advisers. The company is also building tools to offer a single sign-on to eliminate password confusion.

Co-founders of Sliced Investing, CTO Akhil Lodha and CEO Mike Furlong, debuted Sliced Institutional at FinovateFall 2015:


Sliced Institutional Offers Advisers Access to Alternative Investments

This post is part of our live coverage of FinovateFall 2015.

SlicedInvestingLogoSliced Investing debuted Sliced Institutional:

Sliced Institutional gives registered investment advisers access to a suite of alternative investments while also automating all the manual processes associated with private investments: subscription document signing, reporting, custodial integrations, CRM integrations and more.

With this platform, Sliced Investing gives financial advisers access to both blue chip funds and emerging managers, all while providing portfolio analytical tools to help them efficiently invest capital.

Presenters: Sliced Investing Co-founders Akhil Lodha, CTO, and Mike Furlong, CEO



Product launch: August 2015
Metrics: Sliced Investing is a fintech startup backed by Y-Combinator, Khosla Ventures, Great Oaks Venture Capital, TriplePoint Ventures, Data Collective, Aslanoba Capital, Amit Avner, Aaron Levie, and TEEC Angel Fund. The Sliced Investing team has experience in both financial services and technology from their time and experience at Motif Investing, Citi, J.P. Morgan, Mesirow Financial, Wells Fargo, Barclays, Oracle, and FT Partners. Sliced Investing currently has 8 full-time employees.
Product distribution strategy: Direct to business (B2B), through financial institutions, through other fintech companies and platforms

HQ: San Francisco, California
Founded: June 2014
Twitter: @SlicedInvesting

FinovateFall Sneak Peek: Sliced Investing


The Sneak Peek series looks at the innovators demoing live on stage at FinovateFall 2015. Be sure to pick up your tickets to our annual autumn conference, and we’ll see you in New York!

Sliced_Investing_logo_FF2015Sliced Investing is democratizing access to elite investments for as little as $10,000 and will demo Sliced Institutional, a platform solely for RIAs.


  • Access to hedge funds and private equity
  • Automates all tasks associated with private investments
  • Has intelligent portfolio recommendations, streamlined reporting, custodial integrations and more

Why it’s great
Say good-bye to operational obstacles. With Sliced, RIAs can grow their practice while providing incredible investment opportunities for their clients.


SlicedInvesting_ALodha_croppedAkhil Lodha, CTO, Co-founder
Lodha leads the engineering, product, and data science teams. Prior to co-founding Sliced, Lodha worked with Motif Investing and Citigroup.


SlicedInvesting_MFurlong_croppedMike Furlong, CEO, Co-founder
Furlong, CEO of Sliced Investing Inc., previously worked in business development at Twilio and as a trader at Citigroup in their distressed municipal debt division.






Finovate Alumni News


  • “Finovate Debuts: Slice Introduces Intelligent Shopping API”
  • “Arxan Technologies Drafts Joe Sander as CEO”

Around the web

  • Kasasa reaches milestone: 300+ community FIs now offer Kasasa to members, a total of 823,000 accounts.
  • NY Times lists Betterment, Coinbase, Wealthfront, ZenPayroll as companies that may be the next startup unicorns.
  • Crowdfund Insider: Zopa tops £1 million in loans, a U.K. first for peer-to-peer lending.
  • Global News interviews Karl Martin, Nymi CEO and founder.
  • Trustly bolsters team with appointments from H&M and Klarna.
  • FIS launches financial inclusion lab in India.
  • SME Insider interviews‘s CEO Daniel Abrahams.
  • Silanis to deploy eSignLive technology with TransGuard and Occidental Fire & Casualty.
  • Puerto Rico-based Evertec to enable mobile e-commerce courtesy of Acculynk’s PaySecure.
  • Payoneer wins contract with Dailymotion.
  • NPR interviews Pindrop Security‘s CEO Vijay Balasubramaniyan.
  • Selling Power ranks OnDeck 17 out of 50 on its list of 2015 Best Companies to Sell For.
  • Nostrum Group receives FCA authorization for debt administration to cover its involvement in customer loan accounts and debt collection.

This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.